Citywire Chicago Due Diligence Retreat 2023
You are formally invited to Citywire’s Chicago Due Diligence Retreat, taking place June 15 and 16 at the Four Seasons Chicago!
At this event, you’ll get to attend 10 small-group fund manager workshops and grill leading portfolio managers alongside fellow due diligence experts!
This ultra-efficient approach to fund manager meetings will allow you to speed up your search for strategies across asset classes, as well as give you the chance to hear what your peers are asking behind closed doors.
But you won’t spend all your time at the Four Seasons! This year, the event will feature a networking night out at a hallmark Chicago Blues Club, as well as a river boat architecture cruise on the final day. And you thought that was it? For analysts who attend all 10 fund manager workshops AND give us feedback on your sessions, you will be placed into a raffle to win a free night of accommodation at the Four Seasons Chicago. You don’t want to miss out on this opportunity!
As a reminder, the event is free to attend with all travel and accommodation for two nights at the Four Seasons covered by Citywire.
We hope to see you there!
Amelia & Ashley
Register
Register
Agenda
08:30 - 09:20am
Registration
09:20 - 09:30am
Welcome Address
09:30 - 10:20am
Conference Session - Dan McCrum
10:30 – 11:10am
Fund Group Workshop
11:20 – 12:00pm
Fund Group Workshop
12:10 - 12:50pm
Fund Group Workshop
12:55 - 2:00pm
Table Planned Lunch
2:00 - 2:45pm
Conference Session - Tom Brakke
2:50 - 3:30pm
Fund Group Workshop
3:40 - 4:20pm
Fund Group Workshop
4:30 - 5:10pm
Fund Group Workshop
5:20 - 6:00pm
Fund Group Workshop
6:30 - 10:00pm
Drinks Reception & Dinner
07:30 - 09:00am
Breakfast at Leisure
09:00 - 09:50am
Conference Session - Mary Childs
10:00 - 10:40am
Fund Group Workshop
10:50 - 11:30am
Fund Group Workshop
11:40 - 12:20pm
Fund Group Workshop
12:20 - 1:45pm
Buffet Lunch
2:00pm
Event close
Sponsors



Workshops

Fund Group Workshop
Lorem ip

Fund Group Workshop

Fund group workshop
Speakers
Speakers

Dan McCrum
Dan McCrum is multi-award winning journalist and author. In 15 years at the Financial Times he has covered business and finance from New York and London, helping to uncover fraudulent accounting at several listed companies. He is currently a member of the investigations team, and his reporting on Wirecard was recognised with more than a dozen awards and prizes, including journalist of the year at the 2020 British Press Awards. Dan got a taste for newsprint as a paperboy in his family’s newsagent. Before becoming a journalist he tried his hand at painting and decorating, selling cook books door-to-door, and learned a thing or two about finance in the research department of an investment bank. He lives with his family in St Albans.

Tom Brakke
Tom Brakke, CFA is principal of The Investment Ecosystem, which provides consulting, training, and content for investment professionals and organizations. Tom has analyzed and worked with a wide variety of industry organizations, including asset managers, asset owners (pension plans, endowments, foundations, family offices, etc.), consultants, investment advisory firms, and research organizations. One area of focus is evaluating due diligence and manager selection practices.

Mary Childs
Mary Childs (she/her) is a host of Planet Money, NPR’s economics podcast, and the author of the bestselling book, The Bond King: How One Man Made a Market, Built an Empire, and Lost It All. Previously, she was a reporter for Barron's magazine, the Financial Times, and Bloomberg News. She was also a Watson Fellow, spending a year traveling and painting portraits. She graduated from W&L with a degree in business journalism and an honors thesis comparing the use and significance of media sting operations in the U.S. and India.